See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,910 | $109,881-3.6% | $150,045-29.4% | $84,808+24.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.53% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $9,753 | $3,561+173.9% | $4,693+107.8% | $2,631+270.7% |
| Participant deferral / active EE | $9,082 | $6,636+36.9% | $7,997+13.6% | $4,212+115.6% |
| Admin fee / account holder | $1,351 | $8,568-84.2% | $13,435-89.9% | $7,344-81.6% |